+1,972.6%
NOW vs SBUX
+421.7%
+1,550.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | -3.0% | +1.7% | -4.7% | -3.7% |
| 30D | -26.0% | +12.6% | -38.7% | -30.2% |
| 3M | -13.1% | +0.8% | -13.9% | -14.1% |
| 6M | +14.5% | +0.2% | +14.3% | +13.0% |
| YTD | -33.4% | +27.4% | -60.9% | -42.2% |
| 1Y | -40.6% | +31.5% | -72.1% | -49.5% |
| 3Y | -16.3% | +9.3% | -25.6% | -25.9% |
| 5Y | -26.3% | +1.5% | -27.8% | -33.4% |
| 10Y | +512.7% | +147.9% | +364.8% | +227.9% |
| All | +1,972.6% | +421.7% | +1,550.9% | +763.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SBUX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling